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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,480 | $86,288-51.9% | $111,306-62.7% | $85,851-51.7% |
| Participation rate | 65.2% | 73.3%-8.1pp | 77.3%-12.1pp | 69.3%-4.1pp |
| Annual return | 12.02% | 19.99%-8.0pp | 54.67%-42.6pp | 318.63%-306.6pp |
| Employer contribution / active EE | $1,243 | $2,044-39.2% | $2,732-54.5% | $2,565-51.5% |
| Participant deferral / active EE | $2,174 | $3,641-40.3% | $4,488-51.5% | $3,952-45.0% |
| Admin fee / account holder | $926 | $8,189-88.7% | $7,966-88.4% | $6,261-85.2% |